Exsalerate links a Person with a Company/Client profile recording their position, level of influence in the business, and any other important information

The customer mail list export report lists all individual contact details in your Exsalerate account and the company they work for in an easy-to-manipulate CSV. file

You will need to have admin or sales coordinator access, you can update access permissions at any time via the manage users menu

Access the custom reporting menu and choose customer mail list export

There are a range of filters you can apply before exporting to a CSV file

An example of the Customer Mail List Export Report: 

If you wish to upload contacts in bulk to your Exsalearate account download the contact upload template from the data centre

If you wish to enrich existing customer data you can do this via the bulk data template